Geneos Wealth Management’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Geneos Wealth Management’s Portfolio JPUS Stock Details JPUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$49.1K	Sell	350 -60	-15%	-$8.2K	﹤0.01%	1469
2026 Q1	$53.4K	Hold	410	–	–	﹤0.01%	1398
2025 Q4	$50.8K	Hold	410	–	–	﹤0.01%	1385
2025 Q3	$50.8K	Hold	410	–	–	﹤0.01%	1384
2025 Q2	$48.5K	Hold	410	–	–	﹤0.01%	1585
2025 Q1	$47.2K	Hold	410	–	–	﹤0.01%	1505
2024 Q4	$46.8K	Buy	+410	New	+$49K	﹤0.01%	1344
2021 Q2	–	Sell	-103	Closed	-$9K	–	2990
2021 Q1	$9K	Buy	+103	New	+$9.01K	﹤0.01%	2421
2020 Q4	–	Sell	-1,874	Closed	-$136K	–	2942
2020 Q3	$136K	Sell	1,874 -335	-15%	-$24.7K	0.01%	818
2020 Q2	$148K	Sell	2,209 -416	-16%	-$27.7K	0.01%	759
2020 Q1	$153K	Sell	2,625 -8,177	-76%	-$600K	0.01%	701
2019 Q4	$860K	Buy	10,802 +140	+1%	+$10.8K	0.05%	324
2019 Q3	$805K	Buy	10,662 +835	+8%	+$62.7K	0.05%	311
2019 Q2	$735K	Buy	9,827 +3,058	+45%	+$226K	0.05%	331
2019 Q1	$495K	Buy	6,769 +2,899	+75%	+$205K	0.03%	399
2018 Q4	$249K	Buy	3,870 +3,367	+669%	+$235K	0.02%	534
2018 Q3	$37K	Buy	503 +403	+403%	+$29.7K	﹤0.01%	1305
2018 Q2	$7K	Hold	100	–	–	﹤0.01%	1832
2018 Q1	$6K	Hold	100	–	–	﹤0.01%	1812
2017 Q4	$7K	Buy	+100	New	+$6.95K	﹤0.01%	1741

Other funds holding JPUS

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HAG

HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return

SCM

Sterneck Capital Management Kansas City, Missouri $233M AUM 21.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Geneos Wealth Management's JPUS Position: Q2 2026 in Review

Geneos Wealth Management reduced its JPMorgan Diversified Return US Equity ETF (JPUS) stake by 15% in Q2 2026, selling an estimated $8.2K and leaving 350 shares worth $49.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1469.

Geneos Wealth Management first reported a position in JPUS in Q4 2017 and has held it in 20 quarters since. The position peaked at $860K in Q4 2019. 103 funds tracked by Wall St. Rank hold JPUS as of Q2 2026.

Geneos Wealth Management held 350 shares of JPMorgan Diversified Return US Equity ETF worth $49.1K as of Q2 2026.
Geneos Wealth Management sold 60 JPMorgan Diversified Return US Equity ETF shares in Q2 2026, an estimated $8.2K.
JPMorgan Diversified Return US Equity ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1469 holding.
Geneos Wealth Management first reported a position in JPMorgan Diversified Return US Equity ETF in Q4 2017 and has held it in 20 quarters since.
Geneos Wealth Management's JPMorgan Diversified Return US Equity ETF position peaked at $860K in Q4 2019.
103 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.